Kyra for · ACCOUNTANTS
Survive tax season without hiring a seasonal receptionist.
Kyra answers "what documents do I need?", books consults, sends reminders, and handles the tax-season inbound surge — so your team can focus on returns instead of the phone.
Section 01 · Pain points
Sound familiar?
- February through April: phone never stops. Your prep team is on the phone instead of preparing returns.
- Half your calls are "what documents do I need?" — questions a checklist could answer.
- New clients call after hours. They reach voicemail. They go to a competitor with a fast intake.
- Document collection is half your job. Reminders go out inconsistently. Returns get delayed because clients are missing forms.
Section 02 · Use cases
Here's what she handles.
Answers tax-season FAQs without your team.
Document checklists, deadlines, "what's my filing status?", "is this deductible?" — she handles the routine 80%. Your team handles the returns.
Books new-client consults and qualifies them.
"Do you do business returns?" "Multi-state?" "Crypto?" — she runs your intake script and books the right consult slot. You don't take the bad-fit calls.
Sends every document-collection reminder.
"We're still missing your W-2." "Your 1099 hasn't come in yet." "Deadline is in 7 days." Kyra chases the missing pieces so your team isn't.
Section 03 · Recommended configuration
We recommend Growth.
For operators who answer their own phone.
- One AI setter — handles SMS and web chat 24/7, books bookings into your calendar, qualifies the routine inbound.
- A dedicated business number for two-way SMS. Customers text it directly.
- Web chat widget on your site, in your colors, in your business's voice.
Section 04 · FAQ
Questions accountants ask.
Can she give tax advice?
No. She handles informational questions (filing deadlines, what documents to gather, how to upload them). Anything requiring professional judgment goes to a CPA on your team.
Can she integrate with my tax software?
Today she works with calendars and basic email. Direct integrations with Drake, Lacerte, ProSeries are on the roadmap.
What about year-round client management?
Most firms run her in tax-season mode (high volume, fast triage) and quieter year-round mode (just routine inbound and reminders). You can configure both.
Commission
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